Waldron Private Wealth LLC Incresed Positions in Q1 2025

Waldron Private Wealth LLC

  • $2.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
128K
+ 9.74%
$167.73 - $179.21 $21.5M - $23M
1.44M $249M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
222K
+ 89.3%
$50.48 - $51.04 $11.2M - $11.3M
470K $23.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
18.7K
+ 2.2%
$182.82 - $196.21 $3.42M - $3.67M
870K $164M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.2K
+ 14.4%
$507.05 - $563.67 $2.63M - $2.93M
41.3K $21.2M
VTI
Vanguard Total Stock Market Et

ETFs
7.86K
+ 26.66%
$271.18 - $303.12 $2.13M - $2.38M
37.3K $10.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11K
+ 31.15%
$95.85 - $99.25 $1.05M - $1.09M
46.2K $4.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.13K
+ 8.38%
$42.5 - $46.71 $303K - $333K
92.2K $4.17M
VT
Vanguard Total World Stk Index

ETFs
3.72K
+ 8.76%
$115.08 - $123.97 $428K - $461K
46.2K $5.36M
EFV
Msci Eafe Value ETF

ETFs
5.25K
+ 106.69%
$51.88 - $60.73 $272K - $319K
10.2K $598K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.08K
+ 28.62%
$69.81 - $78.9 $215K - $243K
13.8K $1.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.31K
+ 20.97%
$74.85 - $84.89 $173K - $196K
13.3K $1.09M
XLF
Financial Sector Spdr

ETFs
4.59K
+ 39.48%
$47.32 - $52.19 $217K - $239K
16.2K $807K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.08K
+ 5.53%
$56.12 - $68.15 $60.6K - $73.5K
20.6K $1.4M
XLC
Select Sector Spdr Tr Communic

ETFs
2.26K
+ 83.86%
$94.84 - $105.31 $214K - $238K
4.96K $477K
GIS
General Mills Inc

Consumer Defensive
3.23K
+ 33.24%
$57.56 - $65.3 $186K - $211K
12.9K $773K
DVY
Ishares Tr

ETFs
926
+ 16.42%
$128.58 - $138.1 $119K - $128K
6.56K $881K
XLI
Industrial Sector Spdr

ETFs
1.07K
+ 47.63%
$128.78 - $141.67 $137K - $151K
3.3K $433K
GLD
Spdr Gold Trust

ETFs
40
+ 1.45%
$243.19 - $288.14 $9.73K - $11.5K
2.81K $808K
VGT
Vanguard Information Technolog

ETFs
913
+ 19.94%
$542.38 - $646.34 $495K - $590K
5.49K $2.98M
XLP
Consumer Staples Sector Spdr

ETFs
1.13K
+ 9.9%
N/A
12.5K $949K
GD
General Dynamics Corp

Industrials
283
+ 37.24%
$241.94 - $272.58 $68.5K - $77.1K
1.04K $284K
FAST
Fastenal CO

Industrials
435
+ 11.19%
$71.11 - $79.98 $30.9K - $34.8K
4.32K $335K
EFG
Msci Eafe Growth ETF

ETFs
316
+ 10.79%
$96.1 - $106.37 $30.4K - $33.6K
3.25K $324K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
325
+ 10.68%
$96.85 - $111.39 $31.5K - $36.2K
3.37K $332K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
122
+ 4.95%
$120.24 - $134.3 $14.7K - $16.4K
2.59K $315K
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.05%
$243.63 - $273.99 $487 - $548
4.21K $1.04M
AMAT
Applied Materials Inc

Technology
605
+ 7.95%
$145.06 - $195.51 $87.8K - $118K
8.21K $1.19M
VV
Vanguard Large Cap ETF

ETFs
48
+ 0.89%
$253.32 - $282.66 $12.2K - $13.6K
5.45K $1.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
173
+ 4.65%
$468.34 - $539.52 $81K - $93.3K
3.9K $1.83M
ACWI
Ishares Msci Acwi ETF

ETFs
1.01K
+ 0.51%
$115.16 - $124.13 $117K - $126K
200K $23.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
746
+ 2.21%
$102.49 - $119.96 $76.5K - $89.5K
34.6K $3.61M
IWV
Ishares Russell 3000 ETF

ETFs
548
+ 0.6%
$313.1 - $349.83 $172K - $192K
92.1K $29.2M
VUG
Vanguard Growth ETF

ETFs
37.7K
+ 7.54%
$369.1 - $427.61 $13.9M - $16.1M
537K $199M
Activity Summary
Buys All Purchases 48 New Holdings 14 Increased Positions 34 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email